HoldingsChannel.com
Funds Holding SPMB

On this page, we present all of the funds holding SPMB from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding SPMB, with a link to that fund's top holdings. The next columns indicate the amount of SPMB stock held by each of the funds holding SPMB, followed by the SPMB position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 189 funds holding SPMB within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Financial Engines Advisors L.L.C.. For more details on the positions held by Financial Engines Advisors L.L.C. (or by any of the other funds holding SPMB), click the fund name in the "Holder" column of the funds-holding-SPMB table below.

HolderAmountPosition Size
($ in 1000's)
 As of
Financial Engines Advisors L.L.C.160,642,834$3,545,388 12/31/2023
     SPMB160,642,834$3,545,388 12/31/2023
LPL Financial LLC8,801,563$194,250 12/31/2023
     SPMB8,801,563$194,250 12/31/2023
Townsquare Capital LLC4,740,122$104,615 12/31/2023
     SPMB4,740,122$104,615 12/31/2023
State Street Corp3,138,845$69,274 12/31/2023
     SPMB3,138,845$69,274 12/31/2023
Confluence Investment Management LLC2,581,084$56,061 03/31/2024
     SPMB2,581,084$56,061 03/31/2024
Bank of America Corp DE1,671,249$36,884 12/31/2023
     SPMB1,671,249$36,884 12/31/2023
Ameriprise Financial Inc.1,652,360$36,461 12/31/2023
     SPMB1,652,360$36,461 12/31/2023
Morgan Stanley1,567,583$34,597 12/31/2023
     SPMB1,567,583$34,597 12/31/2023
CWM LLC1,520,529$33,026 03/31/2024
     SPMB1,520,529$33,026 03/31/2024
Zurich Insurance Group Ltd FI1,482,295$32,714 12/31/2023
     SPMB1,482,295$32,714 12/31/2023
Hirtle Callaghan & Co LLC1,422,612$31,397 12/31/2023
     SPMB1,422,612$31,397 12/31/2023
JPMorgan Chase & Co.1,379,735$30,451 12/31/2023
     SPMB1,379,735$30,451 12/31/2023
CX Institutional1,380,799$29,960 03/31/2024
     SPMB1,380,799$29,960 03/31/2024
Private Advisor Group LLC916,698$20,232 12/31/2023
     SPMB916,698$20,232 12/31/2023
KWB Wealth743,474$16,408 12/31/2023
     SPMB743,474$16,408 12/31/2023
ST Germain D J Co. Inc.687,462$14,932 03/31/2024
     SPMB687,462$14,932 03/31/2024
Leicht Financial Planning & Wealth Management Inc.675,392$14,906 12/31/2023
     SPMB675,392$14,906 12/31/2023
Clearwater Capital Advisors LLC663,949$14,653 12/31/2023
     SPMB663,949$14,653 12/31/2023
Retirement Capital Strategies608,720$13,434 12/31/2023
     SPMB608,720$13,434 12/31/2023
Financial Life Advisors582,576$12,857 12/31/2023
     SPMB582,576$12,857 12/31/2023
Mariner LLC582,384$12,853 12/31/2023
     SPMB582,384$12,853 12/31/2023
Wells Fargo & Company MN512,038$11,301 12/31/2023
     SPMB512,038$11,301 12/31/2023
BlackRock Inc.507,728$11,206 12/31/2023
     SPMB507,728$11,206 12/31/2023
Equitable Holdings Inc.492,475$10,869 12/31/2023
     SPMB492,475$10,869 12/31/2023
Carr Financial Group Corp484,683$10,697 12/31/2023
     SPMB484,683$10,697 12/31/2023
Signet Financial Management LLC455,899$9,902 03/31/2024
     SPMB455,899$9,902 03/31/2024
AE Wealth Management LLC396,923$8,637 12/31/2023
     SPMB396,923$8,637 12/31/2023
Flagship Harbor Advisors LLC378,540$8,222 03/31/2024
     SPMB378,540$8,222 03/31/2024
Stokes Family Office LLC361,945$7,988 12/31/2023
     SPMB361,945$7,988 12/31/2023
Astoria Portfolio Advisors LLC.355,674$7,494 03/31/2024
     SPMB355,674$7,494 03/31/2024
Checchi Capital Advisers LLC331,967$7,327 12/31/2023
     SPMB331,967$7,327 12/31/2023
Stifel Financial Corp313,374$6,916 12/31/2023
     SPMB313,374$6,916 12/31/2023
Stratos Wealth Partners LTD.305,078$6,626 03/31/2024
     SPMB305,078$6,626 03/31/2024
Comprehensive Wealth Management LLC291,567$6,435 12/31/2023
     SPMB291,567$6,435 12/31/2023
Certified Advisory Corp283,440$6,256 12/31/2023
     SPMB283,440$6,256 12/31/2023
Kingsview Wealth Management LLC281,303$6,208 12/31/2023
     SPMB281,303$6,208 12/31/2023
United Capital Financial Advisers LLC267,881$5,912 12/31/2023
     SPMB267,881$5,912 12/31/2023
Allworth Financial LP267,004$5,893 12/31/2023
     SPMB267,004$5,893 12/31/2023
Chesapeake Wealth Management266,079$5,872 12/31/2023
     SPMB266,079$5,872 12/31/2023
Cantor Fitzgerald Investment Adviser L.P.256,232$5,655 12/31/2023
     SPMB256,232$5,655 12/31/2023
Charles Schwab Investment Management Inc.252,920$5,582 12/31/2023
     SPMB252,920$5,582 12/31/2023
Mutual Advisors LLC231,037$5,099 12/31/2023
     SPMB231,037$5,099 12/31/2023
Baird Financial Group Inc.204,693$4,518 12/31/2023
     SPMB204,693$4,518 12/31/2023
Portside Wealth Group LLC206,344$4,482 03/31/2024
     SPMB206,344$4,482 03/31/2024
Tsfg LLC192,053$4,171 03/31/2024
     SPMB192,053$4,171 03/31/2024
Cary Street Partners Asset Management LLC182,062$4,018 12/31/2023
     SPMB182,062$4,018 12/31/2023
Redwood Financial Network Corp172,392$3,805 12/31/2023
     SPMB172,392$3,805 12/31/2023
Integrated Wealth Concepts LLC155,741$3,437 12/31/2023
     SPMB155,741$3,437 12/31/2023
WBI Investments153,884$3,396 12/31/2023
     SPMB153,884$3,396 12/31/2023
U.S. Capital Wealth Advisors LLC147,802$3,262 12/31/2023
     SPMB147,802$3,262 12/31/2023
Tidemark LLC146,100$3,224 12/31/2023
     SPMB146,100$3,224 12/31/2023
Cambridge Investment Research Advisors Inc.142,324$3,141 12/31/2023
     SPMB142,324$3,141 12/31/2023
Meridian Wealth Management LLC141,311$3,119 12/31/2023
     SPMB141,311$3,119 12/31/2023
Eastern Bank139,528$3,079 12/31/2023
     SPMB139,528$3,079 12/31/2023
Western Wealth Management LLC131,178$2,895 12/31/2023
     SPMB131,178$2,895 12/31/2023
Dynamic Advisor Solutions LLC131,702$2,861 03/31/2024
     SPMB131,702$2,861 03/31/2024
Detalus Advisors LLC120,666$2,663 12/31/2023
     SPMB120,666$2,663 12/31/2023
Seed Wealth Management Inc.115,120$2,475 03/31/2024
     SPMB115,120$2,475 03/31/2024
Jaffetilchin Investment Partners LLC110,953$2,449 12/31/2023
     SPMB110,953$2,449 12/31/2023
Willow Creek Wealth Management Inc.107,994$2,383 12/31/2023
     SPMB107,994$2,383 12/31/2023
Sharkey Howes & Javer103,877$2,293 12/31/2023
     SPMB103,877$2,293 12/31/2023
Keystone Financial Group100,755$2,224 12/31/2023
     SPMB100,755$2,224 12/31/2023
Guidance Capital Inc.100,993$2,128 03/31/2024
     SPMB100,993$2,128 03/31/2024
GPS Wealth Strategies Group LLC96,312$2,126 12/31/2023
     SPMB96,312$2,126 12/31/2023
Envestnet Asset Management Inc.90,912$2,006 12/31/2023
     SPMB90,912$2,006 12/31/2023
Vertex Planning Partners LLC90,331$1,994 12/31/2023
     SPMB90,331$1,994 12/31/2023
Alesco Advisors LLC90,005$1,986 12/31/2023
     SPMB90,005$1,986 12/31/2023
Collaborative Wealth Managment Inc.88,051$1,943 12/31/2023
     SPMB88,051$1,943 12/31/2023
Merit Financial Group LLC85,251$1,881 12/31/2023
     SPMB85,251$1,881 12/31/2023
Advisor Resource Council84,963$1,875 12/31/2023
     SPMB84,963$1,875 12/31/2023
Boltwood Capital Management85,725$1,862 03/31/2024
     SPMB85,725$1,862 03/31/2024
Arden Trust Co83,781$1,820 03/31/2024
     SPMB83,781$1,820 03/31/2024
Royal Bank of Canada81,595$1,801 12/31/2023
     SPMB81,595$1,801 12/31/2023
Concord Wealth Partners72,245$1,594 12/31/2023
     SPMB72,245$1,594 12/31/2023
Baker Tilly Financial LLC67,083$1,481 12/31/2023
     SPMB67,083$1,481 12/31/2023
Commonwealth Equity Services LLC64,119$1,415 12/31/2023
     SPMB64,119$1,415 12/31/2023
Northwest Capital Management Inc64,523$1,401 03/31/2024
     SPMB64,523$1,401 03/31/2024
Exchange Capital Management Inc.62,912$1,388 12/31/2023
     SPMB62,912$1,388 12/31/2023
Derbend Asset Management61,849$1,365 12/31/2023
     SPMB61,849$1,365 12/31/2023
Bell Investment Advisors Inc55,945$1,235 12/31/2023
     SPMB55,945$1,235 12/31/2023
Financial Advocates Investment Management49,267$1,177 12/31/2023
     SPMB49,267$1,177 12/31/2023
Financial Network Wealth Advisors LLC52,605$1,161 12/31/2023
     SPMB52,605$1,161 12/31/2023
JPL Wealth Management LLC51,057$1,127 12/31/2023
     SPMB51,057$1,127 12/31/2023
Fort Point Capital Partners LLC50,665$1,118 12/31/2023
     SPMB50,665$1,118 12/31/2023
Trilogy Capital Inc.51,310$1,114 03/31/2024
     SPMB51,310$1,114 03/31/2024
Strategic Blueprint LLC50,473$1,114 12/31/2023
     SPMB50,473$1,114 12/31/2023
Kestra Advisory Services LLC49,996$1,103 12/31/2023
     SPMB49,996$1,103 12/31/2023
Valmark Advisers Inc.47,523$1,049 12/31/2023
     SPMB47,523$1,049 12/31/2023
Cetera Investment Advisers46,002$1,015 12/31/2023
     SPMB46,002$1,015 12/31/2023
Centennial Wealth Advisory LLC45,216$998 12/31/2023
     SPMB45,216$998 12/31/2023
Dfpg Investments LLC44,400$975 12/31/2023
     SPMB44,400$975 12/31/2023
Citadel Advisors LLC $971 12/31/2023
     Call28,100$620 12/31/2023
     SPMB16,017$353 12/31/2023
     Put100$2 12/31/2023
Alliance Wealth Advisors LLC UT43,969$970 12/31/2023
     SPMB43,969$970 12/31/2023
Vise Technologies Inc.41,732$921 12/31/2023
     SPMB41,732$921 12/31/2023
Visionary Wealth Advisors39,667$875 12/31/2023
     SPMB39,667$875 12/31/2023
Columbus Macro LLC40,001$869 03/31/2024
     SPMB40,001$869 03/31/2024
Benjamin F. Edwards & Company Inc.34,035$751 12/31/2023
     SPMB34,035$751 12/31/2023
Global Retirement Partners LLC33,934$741 12/31/2023
     SPMB33,934$741 12/31/2023
WBH Advisory Inc.33,560$729 03/31/2024
     SPMB33,560$729 03/31/2024
Wealth Enhancement Advisory Services LLC32,686$710 03/31/2024
     SPMB32,686$710 03/31/2024
Thrivent Financial for Lutherans31,317$691 12/31/2023
     SPMB31,317$691 12/31/2023
One Wealth Management Investment & Advisory Services LLC30,147$665 12/31/2023
     SPMB30,147$665 12/31/2023
UBS Group AG29,147$643 12/31/2023
     SPMB29,147$643 12/31/2023
Measured Wealth Private Client Group LLC27,926$616 12/31/2023
     SPMB27,926$616 12/31/2023
Donald L. Hagan LLC25,568$564 12/31/2023
     SPMB25,568$564 12/31/2023
Householder Group Estate & Retirement Specialist LLC24,764$546 12/31/2023
     SPMB24,764$546 12/31/2023
Truist Financial Corp22,899$505 12/31/2023
     SPMB22,899$505 12/31/2023
Ascent Group LLC22,589$489 12/31/2023
     SPMB22,589$489 12/31/2023
Apollon Wealth Management LLC21,713$479 12/31/2023
     SPMB21,713$479 12/31/2023
Wallace Advisory Group LLC20,054$443 03/31/2024
     SPMB20,054$443 03/31/2024
Advisor Group Holdings Inc.19,540$431 12/31/2023
     SPMB19,540$431 12/31/2023
Private Trust Co. NA19,297$426 12/31/2023
     SPMB19,297$426 12/31/2023
Spire Wealth Management19,063$414 12/31/2023
     SPMB19,063$414 12/31/2023
Wealthcare Advisory Partners LLC18,948$412 03/31/2024
     SPMB18,948$412 03/31/2024
Cetera Advisors LLC18,659$412 12/31/2023
     SPMB18,659$412 12/31/2023
Stratos Wealth Advisors LLC17,462$379 03/31/2024
     SPMB17,462$379 03/31/2024
SG Americas Securities LLC $372 12/31/2023
     Call37,100$407 12/31/2023
     Put147,300$35 12/31/2023
Prime Capital Investment Advisors LLC16,325$360 12/31/2023
     SPMB16,325$360 12/31/2023
Garrett Investment Advisors LLC15,887$345 03/31/2024
     SPMB15,887$345 03/31/2024
True North Advisors LLC15,669$340 03/31/2024
     SPMB15,669$340 03/31/2024
Clear Investment Research LLC14,954$330 12/31/2023
     SPMB14,954$330 12/31/2023
Next Capital Management LLC14,557$321 12/31/2023
     SPMB14,557$321 12/31/2023
Foster & Motley Inc.14,417$318 12/31/2023
     SPMB14,417$318 12/31/2023
Advisors Asset Management Inc.14,352$317 12/31/2023
     SPMB14,352$317 12/31/2023
Brookstone Capital Management13,993$304 03/31/2024
     SPMB13,993$304 03/31/2024
Rockland Trust Co.13,757$299 03/31/2024
     SPMB13,757$299 03/31/2024
National Asset Management Inc.12,621$279 12/31/2023
     SPMB12,621$279 12/31/2023
Level Four Advisory Services LLC12,646$279 12/31/2023
     SPMB12,646$279 12/31/2023
Perennial Investment Advisors LLC12,632$279 12/31/2023
     SPMB12,632$279 12/31/2023
RFG Advisory LLC12,484$271 03/31/2024
     SPMB12,484$271 03/31/2024
ICA Group Wealth Management LLC12,144$268 12/31/2023
     SPMB12,144$268 12/31/2023
Lowe Brockenbrough & Co. Inc.12,000$265 12/31/2023
     SPMB12,000$265 12/31/2023
CFS Investment Advisory Services LLC11,620$256 12/31/2023
     SPMB11,620$256 12/31/2023
Vectors Research Management LLC11,528$254 12/31/2023
     SPMB11,528$254 12/31/2023
Capital Investment Advisors LLC11,341$246 03/31/2024
     SPMB11,341$246 03/31/2024
MML Investors Services LLC11,010$243 12/31/2023
     SPMB11,010$243 12/31/2023
Acropolis Investment Management LLC10,815$235 03/31/2024
     SPMB10,815$235 03/31/2024
Raymond James & Associates10,513$232 12/31/2023
     SPMB10,513$232 12/31/2023
Cetera Advisor Networks LLC10,413$230 12/31/2023
     SPMB10,413$230 12/31/2023
Bartlett & Co. LLC10,341$229 12/31/2023
     SPMB10,341$229 12/31/2023
Bartlett & CO. Wealth Management LLC10,341$229 12/31/2023
     SPMB10,341$229 12/31/2023
Lincoln Capital Corp10,444$227 03/31/2024
     SPMB10,444$227 03/31/2024
CI Private Wealth LLC10,279$227 12/31/2023
     SPMB10,279$227 12/31/2023
Acorn Wealth Advisors LLC9,797$216 12/31/2023
     SPMB9,797$216 12/31/2023
Courier Capital LLC9,436$205 03/31/2024
     SPMB9,436$205 03/31/2024
Snider Financial Group9,141$202 12/31/2023
     SPMB9,141$202 12/31/2023
Pathstone Holdings LLC9,140$202 12/31/2023
     SPMB9,140$202 12/31/2023
Sachetta LLC8,588$190 12/31/2023
     SPMB8,588$190 12/31/2023
Proequities Inc.6,139$135 12/31/2023
     SPMB6,139$135 12/31/2023
Northwestern Mutual Wealth Management Co.5,656$125 12/31/2023
     SPMB5,656$125 12/31/2023
Hexagon Capital Partners LLC3,876$86 12/31/2023
     SPMB3,876$86 12/31/2023
Creative Financial Designs Inc. ADV3,542$78 12/31/2023
     SPMB3,542$78 12/31/2023
Advisory Services Network LLC3,234$71 12/31/2023
     SPMB3,234$71 12/31/2023
Tennessee Valley Asset Management Partners2,976$66 12/31/2023
     SPMB2,976$66 12/31/2023
Benjamin Edwards Inc.2,646$58 12/31/2023
     SPMB2,646$58 12/31/2023
US Bancorp DE2,473$55 12/31/2023
     SPMB2,473$55 12/31/2023
Abich Financial Wealth Management LLC2,251$50 12/31/2023
     SPMB2,251$50 12/31/2023
Fifth Third Bancorp2,088$46 12/31/2023
     SPMB2,088$46 12/31/2023
Principal Securities Inc.2,022$45 12/31/2023
     SPMB2,022$45 12/31/2023
Financial Advisory Service Inc.1,994$44 12/31/2023
     SPMB1,994$44 12/31/2023
Capital Investment Advisory Services LLC1,795$40 12/31/2023
     SPMB1,795$40 12/31/2023
OLD Second National Bank of Aurora1,725$38 12/31/2023
     SPMB1,725$38 12/31/2023
Sandy Spring Bank1,744$38 12/31/2023
     SPMB1,744$38 12/31/2023
Aptus Capital Advisors LLC1,492$33 12/31/2023
     SPMB1,492$33 12/31/2023
Guardian Wealth Advisors LLC NC1,484$33 12/31/2023
     SPMB1,484$33 12/31/2023
Gradient Investments LLC1,132$25 12/31/2023
     SPMB1,132$25 12/31/2023
Northwest Financial Advisors1,072$24 12/31/2023
     SPMB1,072$24 12/31/2023
Farther Finance Advisors LLC945$21 12/31/2023
     SPMB945$21 12/31/2023
VisionPoint Advisory Group LLC888$20 12/31/2023
     SPMB888$20 12/31/2023
Salem Investment Counselors Inc.897$19 03/31/2024
     SPMB897$19 03/31/2024
IFP Advisors Inc725$16 12/31/2023
     SPMB725$16 12/31/2023
TD Capital Management LLC533$12 12/31/2023
     SPMB533$12 12/31/2023
Citigroup Inc.500$11 12/31/2023
     SPMB500$11 12/31/2023
Cambridge Trust Co.400$9 12/31/2023
     SPMB400$9 12/31/2023
Oliver Lagore Vanvalin Investment Group410$9 12/31/2023
     SPMB410$9 12/31/2023
Horizon Bancorp Inc. IN377$8 12/31/2023
     SPMB377$8 12/31/2023
FMR LLC302$7 12/31/2023
     SPMB302$7 12/31/2023
SRS Capital Advisors Inc.270$6 12/31/2023
     SPMB270$6 12/31/2023
Steward Partners Investment Advisory LLC269$6 12/31/2023
     SPMB269$6 12/31/2023
Team Financial Group LLC278$6 12/31/2023
     SPMB278$6 12/31/2023
Sunbelt Securities Inc.242$5 03/31/2024
     SPMB242$5 03/31/2024
Tower Research Capital LLC TRC 239$5 12/31/2023
     SPMB239$5 12/31/2023
Qube Research & Technologies Ltd145$3 12/31/2023
     SPMB145$3 12/31/2023
Rockbridge Investment Management LCC147$3 12/31/2023
     SPMB147$3 12/31/2023
Atticus Wealth Management LLC74$2 03/31/2024
     SPMB74$2 03/31/2024
Global Wealth Strategies & Associates66$1 03/31/2024
     SPMB66$1 03/31/2024
Harbour Investments Inc.58$1 12/31/2023
     SPMB58$1 12/31/2023
Mather Group LLC.20$0 03/31/2024
     SPMB20$0 03/31/2024
The PNC Financial Services Group Inc.9$0 12/31/2023
     SPMB9$0 12/31/2023
Values First Advisors Inc.13$0 12/31/2023
     SPMB13$0 12/31/2023

See Summary: Institutional Holders of SPMB
See Details: Top 10 Hedge Funds Holding SPMB
Also See: SPMB Holdings Changes

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